Find your Financial Advisor and Retirement Planning Experts

We are fee-only financial advisors specializing in retirement planning and wealth management. Our unique approach comes from our goal of mitigating today’s volatile stock markets while optimizing investment performance. We believe investment advice, financial planning, and retirement planning should consider more than just traditional asset allocation, performance optimization and diversification. Our pledge to you is that we will design a plan to achieve your personal goals. We don’t sell, instead we educate and inform. We pledge to show you unique options that go beyond the traditional solutions you have already seen. Serenity Wealth Management offers “Not the Same Old Advice” regarding both investment advice, tax, real estate and retirement planning.

Fiduciary Financial Advisor, Investment Advisor & Retirement Planning

By leveraging our knowledge, experience, and turnkey investment management platform we help, our clients with planning their successful retirement and achieving their investment goals. Curtis Hill, Certified Financial Planner, and Irina Hill, CPA, MBA, Realtor bring all their unique skills to the table. Independent fiduciary financial advice, investment advice and retirement planning is our goal at Serenity Wealth Management.

Serenity Wealth Management is an independent fiduciary investment advisor and financial advisor firm providing retirement planning-based wealth management for individuals, families, and small businesses. Investment advice includes fiduciary fee based separately managed investment accounts, SMA’s. Our goal is to provide “Serenity” and certainty in your retirement plan. Planning services including fixed and index insurance solutions when appropriate. Curtis Hill and Irina Hill are also Investment Advisor Representatives (IARs) at the Registered Investment Advisor (RIA) firm Portfolio Medics, LLC.

Independence in Financial Advice is Important

As an independent fiduciary financial advisors, investment advisors and retirement planning organization, Serenity Wealth Management has access to a wide universe of financial products. This allows us to provide solutions most beneficial to you. Since Curtis and Irina are both security and insurance licensed, they can provide a broad spectrum of solutions. This allows us to recommend solutions best suited for our clients. You will find this a refreshing difference from other how broker/dealer firms may have been guiding you.

A Fee-Only Financial Advisor and How we Get Paid

We will never charge you a commission. Our fees are a small quarterly percentage of your investment in a Separately Managed Account, SMA. Thus, we only get a raise when your SMA account value increases. Our incentive is growing your accounts values and satisfying your expectations. Your SMA are always liquid and available for withdrawal during open market hours. It only takes a couple business days to wire money back to your personal accounts when requested.

If you decide an insurance related product is appropriate for you, no commissions will ever reduce your investment in that product. However, some insurance products have early surrender fees if liquidated early.

We do not charge fees for our discussions or for a financial plan if we all agree that financial planning is suitable.

We look beyond the old school traditional investment advice and retirement planning methods. Our personalized holistic approach protects you from risks you might have never thought about while applying solutions you might have never heard of before. We inform you about the investment and retirement blind spots that you may not be considering. That is why our tag line is “Not the Same Old Retirement Advice.”

Security and Safety of your Securities

Serenity Wealth Management provides the security and safety of $1,000,000 per claim / $3,000,000 annual aggregate Errors and Omissions insurance coverage. This coverage is through the National Association of Professional Agents. Serenity Wealth Management only offers insurance solutions from quality “A” rated or better insurance carriers by AM Best.

What Qualifies Us As your Financial Advisors

As a Certified Financial Planner, Curtis Hill has met the exhaustive training and ethical standards of the CFP board. Curtis has passed the exhaustive CFP exam. Curtis is also subject to continued CFP educational requirements and CFP compliance review. Mr. Hill has been providing investment and retirement advice since 1994.

As a Certified Public Accountant, CPA, Irina Hill has met the exhaustive training and ethical standard of the California Board of Accountancy, CPA board. Irina has passed the exhaustive CPA exam. Irina is also subject to continued CPA educational requirements and CPA compliance review. Ms. Hill has been providing tax and fiduciary financial advice since 2002.

As Investment Advisor Representatives, (IARs), Both Curtis Hill and Irina Hill are IARs working with a RIA, firm Portfolio Medics, LLC. Curtis and Irina have met the exhaustive training and ethical standards to become an IAR. Both Curtis and Irina have passed the exhaustive IAR exam commonly known as the SEC series 65 or 67. Both Curtis and Irina are also subject to continued IAR educational requirements and IRA compliance review.

What is the Difference Between IAR and RIA?

A RIA (Registered Investment Advisor) is a firm that provides investment advice for a fee, while an IAR (Investment Advisor Representative) is the individual who works with that RIA and delivers the advice to clients. RIAs are legal entities, like a financial advisory firm, registered with state or federal authorities (like the SEC). These firms follow fiduciary advice standard. IARs are financial advisor professionals within RIA firms meeting regulatory requirements and fiduciary standard, putting their clients’ best interests first. 

Service Areas

Curtis Hill, CFP and Irina Hill, CPA provide independent fiduciary financial advice, investment advice, retirement planning, annuity and life insurance in the Long Beach, Lakewood, Carson, Bixby Hills, Signal Hill, and greater Los Angeles areas. We are also happy to service clients nationwide through phone and Zoom connections.

We look forward to helping you pursue your financial plan and retirement goals and are thankful for your continued trust.

You can learn more about our firm by clicking on the “About Link” in the menu above, clicking on the “Services Link” for a summary or going to the various links int the above menu

Go to the calendar link below to schedule an appointment with experts, Curtis Hill or Irina Hill. Discover how a discussion with the right person can change your life. Learn how “Not the Same Old Advice” can benefit you.